Filed August 5, 2021 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $244,181 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $15,300 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $260 |
Filed as: VOYA Service code 50 · EIN 71-0294708 | Direct Payment | $120 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,241 | $45,382+28.3% | $154,107-62.2% | $75,289-22.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.74% | -0.47%-4.3pp | 735.12%-739.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $3,862 | $1,533+151.9% | $5,298-27.1% | $2,405+60.6% |
| Participant deferral / active EE | $5,660 | $2,384+137.4% | $5,081+11.4% | $3,739+51.4% |
| Admin fee / account holder | $66 | $89-26.4% | $13,411-99.5% | $102-35.8% |